Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,671 | $86,919-52.1% | $102,457-59.3% | $80,911-48.5% |
| Participation rate | 93.1% | 72.4%+20.7pp | 76.5%+16.6pp | 67.6%+25.5pp |
| Annual return | 10.46% | 18.90%-8.4pp | 29.41%-18.9pp | 35.63%-25.2pp |
| Employer contribution / active EE | $1,982 | $2,368-16.3% | $3,022-34.4% | $2,756-28.1% |
| Participant deferral / active EE | $3,340 | $4,119-18.9% | $5,054-33.9% | $4,297-22.3% |
| Admin fee / account holder | $11,546 | $8,049+43.4% | $9,451+22.2% | $6,935+66.5% |